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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,513 | $69,012-89.1% | $160,009-95.3% | $68,486-89.0% |
| Participation rate | 32.4% | 65.4%-33.1pp | 78.0%-45.6pp | 67.9%-35.5pp |
| Annual return | -17.53% | -9.65%-7.9pp | 408.85%-426.4pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $876 | $4,212-79.2% | $6,183-85.8% | $4,028-78.3% |
| Admin fee / account holder | $1,812 | $4,798-62.2% | $8,715-79.2% | $5,404-66.5% |